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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

79 hedge funds and large institutions have $1.97B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
28
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.18B
2
Jane Street
2
Jane Street
New York
$201M
3
IHWM
3
Iron Horse Wealth Management
Iowa
$16.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.4M
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$8.15M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.2M
2
CW
2
CreativeOne Wealth
Kansas
$2.41M
3
GM
3
GeoWealth Management
Illinois
$123K
4
OMC
4
Old Mission Capital
Illinois
$1.54M
5
WEG
5
World Equity Group
Illinois
$617K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$2.51M 54,284 +390 +0.7%
RWPA
27
Richard W. Paul & Associates
Michigan
$2.48M 53,755 +718 +1%
AI
28
Atria Investments
North Carolina
$2.42M 52,503 +2,022 +4%
CW
29
CreativeOne Wealth
Kansas
$2.41M 52,145 -326,824 -86%
GWSG
30
GPS Wealth Strategies Group
Colorado
$2.31M 49,979 +26,284 +111%
IWC
31
Integrated Wealth Concepts
Massachusetts
$2.19M 47,394 +1,646 +4%
B
32
Bailard
California
$1.85M 39,993 +634 +2%
GWM
33
Geneos Wealth Management
Colorado
$1.57M 33,898 -512 -1%
OMC
34
Old Mission Capital
Illinois
$1.54M 33,352 -114,665 -77%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.27M 27,535 +27,535 New
RCIM
36
Red Cedar Investment Management
Michigan
$953K 20,631 +3,772 +22%
SI
37
Stephens Inc
Arkansas
$931K 20,150 -310 -2%
PAG
38
Private Advisor Group
New Jersey
$821K 17,769 +2,302 +15%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$817K 17,697 -3,647 -17%
KA
40
Kovack Advisors
Florida
$648K 14,041 -34 -0.2%
AOWM
41
Alpha Omega Wealth Management
Virginia
$622K 13,478 +30 +0.2%
WEG
42
World Equity Group
Illinois
$617K 13,351 -110,592 -89%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$558K 12,090 -128 -1%
NB
44
Nicolet Bankshares
Wisconsin
$528K 11,431 -8,418 -42%
PTC
45
Private Trust Company
Ohio
$526K 11,401 +2,716 +31%
AF
46
Allworth Financial
California
$514K 11,122 -74 -0.7%
VCP
47
Verus Capital Partners
Arizona
$509K 11,029 -431 -4%
CTC
48
Central Trust Company
Missouri
$508K 10,999 -273 -2%
SMI
49
Shelter Mutual Insurance
Missouri
$480K 10,400 +10,400 New
SPI
50
Sutton Place Investors
New York
$389K 8,428 -123 -1%
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